Report
Eric Le Berrigaud

IPSEN - BUY TOP PICKS | EUR103(+9%) CHECKMATE-9ER confirms high hopes for Cabometyx in 1L mRCC

IPSEN - BUY TOP PICKS | EUR103(+9%)
CHECKMATE-9ER confirms high hopes for Cabometyx in 1L mRCC

Data presented at ESMO 2020 were as good as hoped
Efficacy-wise, Cabo-Nivo is competitive, with an advantage on PFS
Like PFS, safety and QoL were more emphasized than we expected
Combinations are becoming SoC in 1L mRCC and cabo-nivo looks like a preferred one
Underlying
Ipsen SA

Ipsen is global biotechnology specialty care company. Co. engages in research, development, manufacture and sale of pharmaceutical products for human healthcare. Co.'s product portfolio includes pharmaceutical products marketed around the world to specialists working in its targeted therapeutic areas (oncology, endocrinology, neurology and haematology). These products are specialist care drugs. Co. also markets products in other therapeutic areas including gastroenterology, cardiovascular and cognitive disorders. These products are primary care drugs. Co.'s brand names include Decapeptyl®, Somatuline®, Dysport®, Nutropin Aq®, Smecta®, Forlax®, Nisis®,Adrovance®, Exforge® and Adenuric®.

Provider
Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Analysts
Eric Le Berrigaud

Other Reports on these Companies
Other Reports from Bryan Garnier

ResearchPool Subscriptions

Get the most out of your insights

Get in touch